Jfg Wealth Management, LLC Incresed Positions in Q3 2024

Jfg Wealth Management, LLC

  • $364 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
9.3K
+ 254.27%
$207.23 - $234.82 $1.93M - $2.18M
13K $3.02M
IWF
Ishares Russell 1000 Gr ETF

ETFs
5.4K
+ 353.7%
$332.02 - $382.76 $1.79M - $2.07M
6.93K $2.6M
VONV
Vanguard Russell 1000 Value Et

ETFs
15.8K
+ 379.89%
$76.07 - $83.33 $1.21M - $1.32M
20K $1.67M
ACWI
Ishares Msci Acwi ETF

ETFs
9.8K
+ 258.92%
$107.24 - $119.84 $1.05M - $1.17M
13.6K $1.62M
VTI
Vanguard Total Stock Market Et

ETFs
3.15K
+ 30.03%
$255.18 - $283.2 $803K - $892K
13.6K $3.86M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.91K
+ 218.19%
$475.2 - $527.7 $906K - $1.01M
2.78K $1.47M
IWD
Ishares Russell 1000 Val ETF

ETFs
4.79K
+ 71.35%
$173.36 - $189.8 $830K - $908K
11.5K $2.18M
IVV
Ishares Core S&P 500 ETF

ETFs
1.19K
+ 73.39%
$520.18 - $576.82 $621K - $689K
2.82K $1.63M
VTV
Vanguard Value ETF

ETFs
3.16K
+ 87.23%
$159.75 - $174.57 $505K - $552K
6.79K $1.19M
IEFA
Ishares Tr

ETFs
5.86K
+ 58.38%
$70.09 - $78.74 $411K - $461K
15.9K $1.24M
MSFT
Microsoft Corp

Technology
1.04K
+ 74.48%
$395.15 - $467.56 $411K - $486K
2.43K $1.05M
AMZN
Amazon Com Inc

Consumer Cyclical
2.11K
+ 56.16%
$161.02 - $200.0 $339K - $421K
5.86K $1.09M
IWB
Ishares Tr Russell 1000 ETF

ETFs
26
+ 0.27%
$283.28 - $314.39 $7.37K - $8.17K
9.8K $3.08M
GOOGL
Alphabet Inc.

Communication Services
970
+ 48.23%
$148.65 - $191.18 $144K - $185K
2.98K $494K
BX
Blackstone Inc.

Financial Services
242
+ 11.45%
$120.77 - $159.66 $29.2K - $38.6K
2.36K $360K
ABBV
Abb Vie Inc.

Healthcare
178
+ 8.37%
$163.84 - $199.33 $29.2K - $35.5K
2.3K $454K
V
Visa Inc.

Financial Services
251
+ 22.57%
$253.74 - $291.56 $63.7K - $73.2K
1.36K $374K
CCI
Crown Castle International Corp

Real Estate
296
+ 13.02%
$95.29 - $120.24 $28.2K - $35.6K
2.57K $304K
BGRN
Ishares Trust Ishares Usd Gre

ETFs
1.22K
+ 20.13%
$46.29 - $48.52 $56.7K - $59.4K
7.3K $353K
PM
Philip Morris International Inc.

Consumer Defensive
232
+ 11.53%
$101.25 - $127.45 $23.5K - $29.6K
2.25K $272K
OKE
Oneok Inc

Energy
12
+ 0.17%
$78.62 - $95.27 $943 - $1.14K
6.91K $629K
KO
Coca Cola CO

Consumer Defensive
123
+ 2.26%
$62.69 - $73.01 $7.71K - $8.98K
5.56K $399K
SCHR
Schwab Intermediate Term Us Tr

ETFs
337
+ 2.15%
$48.4 - $50.91 $16.3K - $17.2K
16K $810K
SCHG
Schwab Strategic Tr Us Large C

ETFs
27
+ 0.21%
$92.63 - $105.69 $2.5K - $2.85K
12.8K $1.34M
QQQ
Invesco Qqq Trust, Series 1

ETFs
6
+ 0.15%
$434.77 - $502.96 $2.61K - $3.02K
4.01K $1.96M
EPD
Enterprise Products Partners L.P.

Energy
900
+ 4.64%
$27.88 - $30.0 $25.1K - $27K
20.3K $590K
BNDX
Vanguard Total International B

ETFs
100
+ 1.23%
$48.42 - $50.35 $4.84K - $5.04K
8.26K $415K
SCHO
Schwab Short Term Us Treasury

ETFs
83
+ 0.62%
$47.93 - $49.06 $3.98K - $4.07K
13.5K $661K
Activity Summary
Buys All Purchases 49 New Holdings 20 Increased Positions 29 Sells All Sells 13 Reductions 13 Sold out 0 Options Calls 0 Puts 0
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